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Invitation to join a group –
organisation, department, project or activity group

If
you have received an invitation to join a group in the Upsteem.com system,
i.e.:

an organisation

a project

an activity group,

then
that means it was sent to you by a user in the Upsteem.com system who thinks
you have a contribution to make in that group.

Invitations to join different groups
can be sent by users in the relevant role – managers, HR managers,
administrators and, in the case of projects, project managers and persons
responsible for projects.

To join, just follow the instructions in the e-mail that
was sent to you.

Upsteem.com is designed above all for professional use
and thus all of the units in the system – departments, projects, activity
groups – must be connected with a specific organisation.

You should start by adding your own organisation. To
do this, click on the button “Add new organisation”, which you will find in the
ORGANISATIONS section of the right pane of your desktop window.

As the organisation creator, you will automatically be
assigned as working in the organisation and in the roles of Manager and
Administrator. An HR Admin module icon will also appear on your Desktop. Read
more about this here

We have tried to make the structure of Desktops and profiles as uniform as possible for both individual users and groups (organisation, department, project and activity group. Just as you have a personal Desktop, so does each organisation. To go to your organisation’s Desktop, click the organisation’s name in the right pane of your Desktop.

If you have the role of administrator, manager or HR manager in the organisation, you will be able to access the organisation profile from the organisation desktop.

Once
the organisation has been created, you can continue by creating departments,
projects and activity groups. It’s just as easy as
creating the organisation itself.

Go to the organisation’s Desktop and
in the right pane, choose the unit you want to add:

department

project

activity group

and click the "Add new..."
button.

Note: The most convenient way to add departments and positions is to use the
PEOPLE tab in the left pane of the Desktop.

Summary:

You
can create a complete structure for organisations.
Managers have greater privileges than ordinary employees.

Departments are
structural units of organisations and they can be created only within an organisation or

Projects
can be created within organisations, departments or activity groups. You can create subprojects within projects

Members of activity groups can be freely chosen,
but must be associated with a specific organisation. They can be created within an organisation or department.

Employees in Upsteem.com see only the organisations
and units they are personally associated with. If desired, public projects or
activity groups may be created.

Connections may be created in the Upsteem.com system
between parents and subsidiaries.

We
have tried to make the structure of Desktops and profiles as uniform as
possible for both individual users and groups (organisation, department,
project and activity group). Thus, just as you have a
personal Desktop, so does each organisation, department, project and activity
group.

The
groups associated with you – the ones in which you are a member – are displayed
in the relevant section of the right pane of your Desktop. You can access the group’s Desktop by clicking on the group name.

Groups’ desktops are fairly similar to your own Desktop
– they, too, are divided into
two panes. The left one has tabs, and the option of messaging the group as well
as the members and other groups associated with the group.

You can access the
group profile from the group’s Desktop. Just as your own Desktop has a pencil icon in the upper left section,
so do groups’ Desktops. The structure of the group’s profile page is similar to
your own profile.

On
the group profile page, you can:

enter information on the group, add an avatar

enter contact details (for organisations and
departments)

configure the group’s visibility setting

in the case of organisations, associate it with
subsidiary and parent organisations

in the PRIVILEGES tab, assign roles and
privileges to group members

in the APPLICATIONS tab,
enable or disable "Team Spirit" evaluations in the group

Note: A group’s so-called ordinary members do not see the
group profile. To get the most out of the system, please be sure to read through the chapter on roles and privileges!

The most convenient way to add people to groups is to use the PEOPLE tab in the left pane of the group’s Desktop.

The PEOPLE tab of organisations and departments displays the structure tree. Based on your privileges, the different departments will have buttons for adding people. To add someone, click the button “Add employment ” in the appropriate department, and then, in the position profile that pops up on the right, click the “Invite people” button".

Adding people takes
place through invitations. Clicking on the “Invite people” button on the
position profile brings up the search and invite form.

It is always a good idea to first
check whether the person you are about to add is already a registered user in
the system. Only then invite the person via e-mail using the invite form below.

People
can also be added immediately without sending invitations – click the Add this person” button on the search results or on the e-mail
invite form.

Invitations
can be sent later – an “Invitation” button appears by the
names of all uninvited people and clicking the button sends an invitation to
the corresponding person.

If the person has
been invited to the position but has not responded to the invitation, a
“reminder” button will appear by his or her name. Click it to send a second
invitation.

Invitations
will be forwarded to the person both under the thumbtack icon on his or her
Desktop and they will also get it by e-mail. To accept, the invitee should use the link in the invitation.

The PEOPLE tab in
projects and activity groups displays the members as a list. To invite
people to the group or project, click the “Invite people” button.

Adding peopleto projects and activity groups also takes place through a search.

An
organisation and its groups – department, projects and activity groups – can be
viewed as a single graph or tree. The roles and privileges are
generally group-based and the privileges
run down the tree. That means that if you have the role of Manager in the
department, you have viewing and modifying privileges in all departments,
projects and activity groups “below” that department.

As a
rule, you do not have viewing privileges above your level, with two exceptions:

Adding roles take place via
the RIGHTS tab on the group profile. All of the group members will
automatically be displayed and you can assign the appropriate role for each
person.

PLEASE NOTE!

If
you create an organisation or department, you will automatically be added as
employed there and assigned the roles of Administrator and Manager.

If
you create a project or activity group, you will automatically be assigned the
role of Administrator.

For all other members you add, you must assign a
corresponding role!

Privileges
related to roles are described in the PRIVILEGES tab
of each group’s profile. The following lists all of the possible roles and
describes each one:

Manager
– user with privileges to create, modify and delete a specific
organisation or department. All operations with the organisation or
department and constituent groups (organisation, department, project and
activity group) can be performed – new ones can be added and existing ones
can be modified and deleted. You can add and remove members to/from groups
and assign roles to group members. Has access to HR manager application –
can administer the organisation’s evaluation and appraisal surveys,
administer the structure of the managed unit and sub-units, carry out
evaluations and appraisals, enter job advertisements, etc. Users in the
role of manager are automatically added to the managers section among the
respondents of evaluations and appraisals in the HR management
application.

Administrator
– user with privileges to create, modify and delete a specific
group (organisation, department, project and activity group). Can perform
all operations with a group and its subgroups – new ones can be added and
existing ones can be modified and deleted. Can add and remove members
to/from groups and assign roles to group members. No access to HR manager
application.

HR
Manager – user with access privileges to the
organisation’s HR manager application. Can make changes to the
organisation and its departments – new ones can be added and existing ones
can be modified and deleted. Can administer the organisation’s evaluation
and appraisal surveys, administer the structure of the organisation, carry
out evaluations and appraisals for the organisation’s employees, enter job
advertisements, etc. Users in the role of HR manager are automatically
added to the HR managers section among the respondents of evaluations and
appraisals in the HR management application.

Organisation
administrator – person with administrator privileges
within a specific organisation (including all of its departments, activity
groups and projects). Can perform all operations with that organisation
and all of its groups (departments, projects and activity groups) – new
ones can be added and existing ones can be modified and deleted. Can add
and remove members to/from the organisation and all of its groups and
assign roles to group members. No access to HR manager application.

Project
Manager – user with privileges to manage a specific
project and its subprojects. Can perform all operations with that project
and its subprojects – new ones can be added and existing ones can be
modified and deleted. Can add and remove members to/from the project and
all of its subprojects and assign roles to members within them.

Person
responsible for project – user with
privileges to manage a specific project and its subprojects. Can perform
all add and modify operations with that project and its subprojects. No
project delete privileges. Can add and remove members from that project
and all of its subprojects and assign roles to members in them. User with
privileges for administering a project and its subprojects within a
specific organisation, department, activity group, etc. Can modify project
data, add project members, add files, etc. Cannot delete project!

Member – user with membership
status in a group (organisation, department, project and activity group), who
can write messages to the group, save files, create calendar events and
initiate Team Spirit evaluations. Cannot perform operations in other groups.